Schwallier Wealth Management LLC - Q42025 Holdings

Schwallier Wealth Management LLC holds 54 stocks with a total portfolio value of $ 156.51M as of Q42025. In Q42025, Schwallier Wealth Management LLC added 9 new positions, increased stakes in 17 stocks, reduced 25 holdings, and fully exited 4 positions. The largest holding is Invesco Exchange Traded Fd T (SPHQ), representing 18.96% of the total portfolio.